Charities and Changes

Wednesday, April 9th, 2014

I am writing this blog from Vancouver where I am attending the 21st annual conference of the Canadian Association of Gift Planners, which is attended by gift planners, advisors and others working in the field of charitable planned giving. I thought that given my location, it would make sense ...

‘Tis the Giving Season

Friday, December 20th, 2013

Given that it is my last blog prior to the holidays, and given the importance of charitable and other giving to estate planning in general, I thought that I would take the opportunity to highlight two news stories that I thought readers might enjoy. The first story is that of Tom ...

Directions to Trustees: Careful Consideration when Drafting Wills

Thursday, December 12th, 2013

A recent high profile testamentary trust fund litigation suggests that careful consideration is necessary when determining the directions to provide to trustees with respect to the administration of testamentary trusts. Recent news articles have highlighted the circumstances of twin grandchildren of Walt Disney, who are beneficiaries of multi-million dollar trust funds ...